How Do I Add an Employee Evaluation?
Employee Evaluations are implemented to recognise behaviours or actions that could lead to harm. Documenting these instances supports ongoing safety improvements and helps maintain a secure work environment.
When initially logging an employee evaluation, the system requires basic details such as the type, date, employee name, location, and project. Once this information is entered, the administrator can proceed to complete the relevant forms associated with the selected evaluation type.
After the Employee Evaluation is added, the system retains a record of it for easy access and future reference.
This article includes step-by-step instructions on how to add an Employee Evaluation.
- On the left column, click Emp. Evaluations.
- Click +New Employee Evaluation.
- Select the Type from the dropdown options. This option adds more detail to the Employee Safety Intervention and includes Intervention Forms to be completed.
- Select the Employee from the dropdown options.
- Choose who the Intervention is Reported By.
- Enter a Brief Description about the Employee Safety Intervention.
- Enter the Occurrence Date - this is the date the Evaluation took place.
- Select the Location and Project from the dropdown options.
- Click Save & Submit.
This is required before you can add an Employee Intervention:
- Set up Employees
- Digitise your Evaluation Form
- Set up Administrators
- Set up Projects
- Set up Locations
- Set up Notifications
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. description, employee and evaluation form.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. occurrence date, issued by, project and location.